Policy & compliance

Locking fields so staff can't change them

Locking is per field and per template, so a sales template can be looser than a legal one.

Current service scope: HTML creation and guided installation are available. Transport stamping and on-premises agents are not available; directory connectivity does not deploy outgoing signatures. Review service limitations.

4 min read

Typically locked

1Company name and logo
2Legal disclaimer
3Campaign banner
4Brand colours and fonts

Typically unlocked

1Job title
2Direct phone number
3Pronouns
4Booking link

What users see

Locked fields still appear in the user portal, greyed out with a padlock, so people understand the signature is managed rather than broken.

Next guideLegal disclaimers by country and entity